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Adams Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Adams Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.3M Buy
24,427
+11,079
+83% +$3.47M 1.6% 19
2025
Q4 		$4.2M Sell
13,348
-762
-5% -$238K 0.9% 32
2025
Q3 		$4.34M Sell
14,110
-11,250
-44% -$3.33M 0.93% 30
2025
Q2 		$7.24M Sell
25,360
-50,079
-66% -$13.2M 1.38% 21
2025
Q1 		$19.4M Buy
75,439
+17,181
+29% +$4.65M 3.81% 4
2024
Q4 		$15.7M Sell
58,258
-1,545
-3% -$419K 3% 7
2024
Q3 		$15.7M Sell
59,803
-885
-1% -$225K 3.38% 5
2024
Q2 		$15.1M Buy
60,688
+4,602
+8% +$1.11M 3.49% 5
2024
Q1 		$13.4M Sell
56,086
-3,188
-5% -$729K 3.28% 5
2023
Q4 		$12.9M Sell
59,274
-20,255
-25% -$4.14M 3.82% 5
2023
Q3 		$15.6M Buy
79,529
+1,735
+2% +$353K 5.28% 4
2023
Q2 		$15.8M Sell
77,794
-1,089
-1% -$209K 4.92% 4
2023
Q1 		$14.7M Buy
78,883
+4,756
+6% +$866K 4.76% 4
2022
Q4 		$12.9M Buy
74,127
+70,560
+1,978% +$12.4M 4.56% 4
2022
Q3 		$583K Buy
+3,567
New +$648K 0.22% 55

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Adams Wealth Management's VV Position: Q1 2026 in Review

Adams Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 83% in Q1 2026, buying an estimated $3.47M and bringing the position to 24,427 shares worth $7.3M. The position accounts for 1.6% of the portfolio, ranked #19.

Adams Wealth Management first reported a position in VV in Q3 2022 and has held it in 15 quarters since. The position peaked at $19.4M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Adams Wealth Management held 24,427 shares of Vanguard Morningstar Large-Cap ETF worth $7.3M as of Q1 2026.
  • Adams Wealth Management bought 11,079 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $3.47M.
  • Vanguard Morningstar Large-Cap ETF made up 1.6% of Adams Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Adams Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Adams Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $19.4M in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.